Event Information
NAPFA Webinar - Understanding Bitcoin and the Digital Asset Ecosystem
Online Webinar
Thursday, April 14, 2022
3:00 PM - 4:00 PM
iCalendar
Eastern Standard Time
Presented by: Brian Abely, CFA, Director of Business Development, Fidelity Digital AssetsSM
1 NAPFA CE in C – Investments, 1 CFP® CE, and 1 NASBA CPE (field of study: Economics)
Content Level: Foundational
Member: $39; Non-Member: $59
While still a nascent industry, the digital assets space has matured significantly in recent years as more institutional infrastructure came to market and an increasingly diverse set of investors have sought access. Bitcoin, the first digital asset and largest by market cap, is the primary entry point into the space for most investors. This webinar will provide foundational knowledge of bitcoin and blockchain technology, bitcoin’s primary investment theses, and an introduction to the wider digital asset ecosystem to help you better respond to client inquiries and understand the impact to both your firm and the broader financial services industry.
Learning Objectives:
- Understand the history of bitcoin and its emergence as a monetary good, as well as its unique attributes and primary investment theses
- Decipher how blockchain technology works
- Gain a preliminary view of the broader digital asset ecosystem and blockchain enabled assets beyond bitcoin
Speaker Bio:
Brian Abely is the director of business development in the asset management arm of Fidelity Digital AssetsSM, a subsidiary of Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Abely is responsible for business development for Fidelity Digital Funds, where he partners with investors to confidently navigate the emerging digital asset space. He has held various roles across Fidelity’s asset management business and distribution channels.
Prior to assuming his current position, Abely was an investment analyst in the Consultant Relations group at Fidelity Asset Management Solutions, an investment organization within Fidelity Investments’ asset management division that is dedicated to serving the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and foundations. In this capacity, Abely was responsible for developing and maintaining relationships with the consultant community in reference to all defined contribution related investment products and services for Fidelity’s corporate and tax-exempt clients. Previously, he served as a regional investment consultant in Fidelity Institutional’s intermediary business group, where he was responsible for developing and maintaining relationships with financial advisors in the Mid-Atlantic area by representing Fidelity’s asset management and 401K record keeping capabilities. He has been in the financial industry since 2014.
Abely earned his bachelor of science degree in finance and economics from Boston College. He is also a CFA® charter holder and holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses.